-73.2%
FRSH vs SUI
-27.5%
-45.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.5% |
| 7D | -8.2% | -2.8% | -5.3% | -6.8% |
| 30D | +10.5% | -1.2% | +11.7% | +11.1% |
| 3M | +32.7% | -1.7% | +34.5% | +33.9% |
| 6M | +50.3% | -10.5% | +60.8% | +58.5% |
| YTD | +3.9% | -1.8% | +5.8% | +4.0% |
| 1Y | -2.2% | -4.1% | +1.9% | -1.2% |
| 3Y | -42.9% | +11.3% | -54.2% | -51.1% |
| All | -73.2% | -27.5% | -45.7% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling